the Proposal

NOTE: Always download a fresh contract proposal template from our templates page

Editing the proposal

Insert the Name of the project on the first page
Insert their Company or Client information on the first page
Insert Your information on the first page
Insert their Company Logo above the schedule of values
Complete the Proposal with the costs from the spreadsheet
Clearly define the scope of work for each trade in the scope clarifications area
Add in any exclusions at the bottom
Insert the Architect name and date of plans that we bid from under the Terms & Conditions section
Add in the amount of the contract under the Terms & Conditions section
Ensure the balance of the proposal adds up one more time
Save the proposal under the proposal folder within the Google Drive project folder
Send client a PDF version
Get them to then sign it via DocuSign
Or
All above information will be populated in the project as we set it up.
Complete the CoreCon import template with the costs from the spreadsheet. Import completed template to CoreCon to create SOV.
Clearly define the scope of work (Inclusions & Exclusions) for each trade in the scope clarifications area. Include plans details and date in clarifications.
This will auto calculate. Ensure template calculation and amount from CoreCon matches. Ensure the balance of the proposal adds up one more time.
Upon review with Project Manager and Biz Dev, lock estimate on CoreCon.
Share exported pdf proposal with SOV & Clarifications with Biz Dev. Biz Dev to send proposal to client.

A Detailed Scope of work/Proposal/contract to the Client

Equates to…